Streamline client collaboration, securely exchange QuickBooks files and get IRS-accepted e-signatures – on any device, anytime.
Streamline your workday and be productive on any device, any time with Citrix ShareFile - the only cloud-based solution that lets accounting teams share, e-sign and remotely access files - all with one secure login.
Keep employee and business information safe with bank-level data encryption and more than 25 customizable security settings. Establish permission controls to grant or limit secure access to team members and clients. Be confident about compliance - get expert support to help you maintain your SEC, HIPAA, FINRA and CFPB compliance.
Prevent changes to files from getting lost with our check-in/check-out feature, which lets you see who has a file downloaded for updates.
Pull files directly from QuickBooks or any other software into ShareFile without having to download data to an unsecure local device.
Experience a secure, client-friendly way to manage your Request and PBC Lists all in one place.
ShareFile has definitely made us more efficient, and it's made our operational processes a bit smoother, allowing us to have more time to actually do our jobs.
Scan printed client files directly to ShareFile on any Fujitsu ScanSnap scanner to reduce the amount of paper and wasted time in your office.
Easily link QuickBooks Online documents with your ShareFile account in no time - you can even share files directly from QuickBooks for even more time savings.